Meet the Team

Wealth Management Team

Christian Bichler, CRPC

Michael West, ChFC®

Brian Davis, CFP®

Dennis Kehoe, CRPC®

Chris Lipper, CFP®, CIMA®

Doug Lockwood, CFP®

McKenna Clifford

Layton Ginder, CFP®

Erik Herstad, MBA

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Kirstin Kimball, JD, CFP®, CTFA

Brad Michels, CFP®

Tracy Ann Miller, CFP®

Mike Pepin, CWS®

Adam Spence, CFP®

Daniel Steichen, JD, CPA (Inactive), MS Taxation

Steve Swicegood, CFP®

Client Experience Manager

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Theresa Kruizenga

Financial Planner

Financial Planner

Client Care Coordinator

Financial Planner

Tammy Roznovsky

Financial Planner

Financial Planner

Client Care Coordinator

Brittany Miller

Client Care Coordinator

Financial Guidance and Advice Team

Stephanie Rennie

Financial Guidance and Advice Manager

Financial Advisor

Tom Knippa, MBA, CFP®

Financial Advisor

Brian Neal, AAMS®

Financial Advisor

Ben Streeter, CFP®

Financial Advisor

Financial Advisor

Executive Team

David Hefty, CFP®

Chief Executive Officer

Edison Byzyka, CFA

Chief Investment Officer

Chief Business Officer

Angie Lockwood, CPA

Chief Transformation Officer

Christina North

Chief Financial Officer

General Counsel/Chief Compliance Officer

Chief Talent Officer

Board of Directors

David Hefty, CFP®

Chief Executive Officer

Dennis Kehoe, CRPC®

Managing Director

Chris Lipper, CFP®, CIMA®

Managing Director

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